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4 Software Stocks Set to Pull Off a Beat This Earnings Season
ZACKS· 2026-02-02 14:41
Industry Overview - Software stocks are experiencing strong demand driven by digital transformation and the rapid adoption of artificial intelligence (AI), including generative AI and Agentic AI moving into real business applications [1] - Key growth drivers include software-as-a-service models, cloud migration, hybrid work models, and increased usage of online payment platforms [1] Factors Favoring Software Stocks - The proliferation of AI-powered applications in various sectors such as voice recognition, telemedicine, and business management software is benefiting industry players [2] - The adoption of cloud-based services, IoT, AR/VR devices, and accelerated 5G deployment are enhancing software stock performance [3] - Rising cyberattacks are prompting enterprises to invest more in cloud-based security solutions, shifting preference towards software-defined models for agility [4] Customer-Centric Trends - A customer-centric approach allows users to perform actions with minimal provider intervention, while pay-as-you-go models enable scalability for different user needs [5] - Subscription-based business models ensure recurring revenues, with the affordability of SaaS models particularly benefiting small and medium-sized businesses [5] Company Highlights Snowflake - Expected to report fourth-quarter fiscal 2026 results on February 25, with a Zacks Rank 3 and an Earnings ESP of +8.08% [8] - Consensus estimate for revenues is $1.25 billion, reflecting a year-over-year increase of 26.9%, while earnings are expected to be 27 cents per share, down 10% from the previous year [9] - Strong customer growth driven by AI capabilities and partnerships with industry leaders like SAP and Google Cloud [10][11] Match Group - Scheduled to report fourth-quarter 2025 results on February 3, with a Zacks Rank 3 and an Earnings ESP of +3.38% [12] - Revenue consensus is $871.6 million, indicating a year-over-year increase of 1.3%, with earnings expected at $1.01 per share, up 23.2% [12] - Benefits from a first-mover advantage in online dating, with Tinder as a key growth driver supported by innovative features and international expansion [13] Synopsys - Set to report first-quarter fiscal 2026 results on February 25, with a Zacks Rank 3 and an Earnings ESP of +0.38% [14] - Revenue consensus is $2.39 billion, reflecting a year-over-year increase of 64.3%, with earnings expected at $3.57 per share, up 17.8% [14] - Growth driven by demand for advanced technology and design solutions, with strong traction for its Fusion Compiler product [15] Cloudflare - Expected to report fourth-quarter 2025 results on February 10, with an Earnings ESP of +0.20% and a Zacks Rank 3 [16] - Revenue consensus is $590.17 million, indicating a year-over-year growth of 28.3%, with earnings per share expected at 27 cents, suggesting a 42.1% increase [16] - Benefits from a growing customer base and robust security solutions, with a dollar-based net retention rate of 119% in Q3 2025 [17]
Apptopia Data Signals Material Improvement in Tinder Performance Heading into Match Group Earnings
Globenewswire· 2026-02-02 11:30
Core Insights - Apptopia's Q4 2025 earnings preview for Match Group indicates that Tinder's performance is expected to exceed Wall Street's consensus expectations [1][8] Group 1: Tinder Performance - Apptopia's Mobile Performance Index (MPI) shows significant year-over-year growth in Tinder Payers for Q4 2025, while the consensus outlook suggests only modest acceleration [2] - Despite a 4.2% year-over-year decline in downloads in the United States, there has been sequential improvement since Q2 2025 [4] - Daily active users in the US fell by 7.5% year-over-year, but engagement metrics, particularly among Gen Z, are improving, with average time spent per DAU for younger users (aged 17-25) increasing by 13.9% year-over-year [4][8] Group 2: Hinge Performance - Hinge's US downloads are down 4.1% year-over-year, but daily active users have increased by 7.1% year-over-year [7] - Engagement metrics for Hinge are weakening, with average time spent per DAU for younger users (aged 17-25) declining by 29.7% year-over-year [7] - Male users of Hinge experienced a significant drop in average time spent per DAU, decreasing by 25.4% year-over-year, while female users saw a slight increase of 4.5% [7] Group 3: Overall Market Insights - The combination of declining app downloads and rising engagement metrics for Tinder suggests a better-than-expected outcome for Tinder Payers in Q4 2025 [5] - Apptopia's MPI indicates that Match Group's Tinder performance may exceed market expectations, while Hinge's declining engagement metrics among young users require close monitoring [8]
Bumble, Match, Panera Bread and CrunchBase hit by cyberattacks, Bloomberg News reports
Reuters· 2026-01-29 00:19
Core Insights - Bumble, Match Group, and CrunchBase experienced cyberattacks, as reported by Bloomberg News, citing spokespersons from the affected companies [1] Company Impact - Bumble, Match Group, and CrunchBase are the specific companies that were targeted in the cyberattacks [1]
Toobit and LALIGA Celebrate Partnership with $1M Super Match Carnival
Globenewswire· 2026-01-27 16:16
GEORGE TOWN, Cayman Islands, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Toobit, the award-winning global cryptocurrency exchange, today announces the launch of the Super Match Carnival. Running from January 26 to March 31, 2026, the Super Match Carnival transforms trading milestones into goals with a total prize pool of over $1,000,000. The campaign offers rewards including up to 150% cashback, trading bonuses, and LALIGA merchandise through two primary matches: Match 1: First step to victory – Immediate engagement ...
Kevin O'Leary's WonderShyne Index Selects Real Game Used to Photo Match the Most Expensive Basketball Card Ever Sold
Accessnewswire· 2026-01-26 14:30
MESA, ARIZONA / ACCESS Newswire / January 26, 2026 / Medical Care Technologies Inc. (OTC PINK:MDCE) today announced that its wholly owned subsidiary, Real Game Used (RGU) (www.realgameused.com), has been commissioned by Kevin O'Leary's WonderShyne Index to conduct advanced photo-match authentication analysis on the most expensive basketball card ever sold - the $12.932 million 2007-08 Upper Deck Exquisite Collection Michael Jordan & Kobe Bryant Dual Logoman Autograph. The WonderShyne Index, curated by Kevin ...
Match Group: Built For The Future At A Decent Value Today (NASDAQ:MTCH)
Seeking Alpha· 2026-01-15 23:10
Core Viewpoint - Match Group, Inc. (MTCH) stock has experienced a modest performance with a 1.9% increase over the last year, but its performance over the past five years has been significantly weaker [1]. Group 1: Stock Performance - The stock has had a very modest rise of 1.9% in the last year [1]. - Over the last five years, the stock's performance has been far less favorable compared to the recent year [1].
Match Group: Built For The Future At A Decent Value Today
Seeking Alpha· 2026-01-15 23:10
Match Group, Inc. ( MTCH ) stock has had a pretty average performance in the last year, with a very modest 1.9% rise. However, over the last five years, the stock's performance has been far lessAs an investor of stocks and shares for a number of years, I like to focus my strategy on generating growth and income. I enjoy researching different companies and passing on my knowledge and insight with Seeking Alpha. Previously, I studied Accounting and Finance at LSE, which enhanced my expertise in this area. Awa ...
Match Group to Announce Fourth Quarter and Full Year 2025 Results
Prnewswire· 2026-01-13 21:11
Group 1 - Match Group will release its financial results for Q4 and full year 2025 on February 3, 2026, after market close [1] - A quarterly conference call to discuss the results will be held at 5:00 p.m. ET on the same day [1] - A live webcast of the conference call and supplemental investor materials will be available online [2] Group 2 - Match Group is a leading provider of digital technologies aimed at helping people make meaningful connections [3] - The company's portfolio includes brands such as Tinder, Hinge, Match, Meetic, OkCupid, Pairs, PlentyOfFish, Azar, and BLK, designed to enhance user connections [3] - Services are offered in over 40 languages, catering to a global user base [3]
AST SpaceMobile: Starlink Is No Match For Its Premium Space-Based Connectivity Ambitions
Seeking Alpha· 2026-01-13 15:54
分组1 - AST SpaceMobile (ASTS) has successfully launched its first BlueBird6 satellite on December 24, 2025, marking a significant milestone in its development [1] - The BlueBird6 satellite is notable for its scale and bandwidth, which enables new capabilities in satellite communication [1] 分组2 - The company is entering a new stage of development following the satellite launch, indicating potential growth and expansion opportunities [1]
Tinder Turnaround Strategy Inspires Confidence in Match Group (MTCH)
Yahoo Finance· 2026-01-10 12:49
Core Viewpoint - Match Group (NASDAQ:MTCH) is recognized as a strong investment opportunity in the communication services sector, with analysts providing positive ratings and price targets indicating significant upside potential. Group 1: Analyst Ratings and Price Targets - Shweta Khajuria from Wolfe Research reaffirmed a Buy rating for Match Group, raising the price target from $42 to $43, suggesting a potential upside of approximately 32% [1] - RBC Capital analyst Brad Erickson also maintained a Buy rating, setting a target price of $37, which implies an upside of around 13.5% [3] Group 2: Company Overview - Match Group operates several online dating platforms and offers digital technologies aimed at facilitating personal connections, with notable brands including Tinder, OurTime, Plenty of Fish, Hinge, Match, Meetic, OkCupid, and Pairs [4] Group 3: Market Trends and Expectations - The outperformance of Internet stocks over the past three years is highlighted, with expectations for this trend to continue, driven by advancements in AI and product development spending, alongside strong macroeconomic forecasts [2]